William Robertson, financial advisor Greenwood IN

William Robertson

CRD Number: 2992031
Current Firm: Ameriprise Financial Services, LLC

William Robertson (CRD# 2992031) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenwood, IN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Greenwood, IN Jun 2011 - Current 9
Imbb Investment Advisors, Inc. Indianapolis, IN Jul 1999 - Jun 2011 11
Indiana Merchant Banking And Brokerage Company, Inc. Indianpolis, IN Jul 1999 - Jun 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Mar 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William D. Robertson
Phone Number: 612-671-3131
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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